Set up your team for success.

The Admin Portal contains workspace-wide settings, access to the workspace’s project lists, user profiles, and shared templates.

Quick Links

🦒 In-App Guide

Members, Teams, and Workspaces

Workspace Properties

Set up your company’s account

• Guide Contents

Admin Portal Overview

The admin portal contains:

• Workspace Switcher
• My Giraffe
  • Profile
  • Templates
• Workspace Admin
  • Teams
  • Members
  • Billing
  • Webhooks
  • API Tokens
  • Settings

My Giraffe

The “My Giraffe” section of Admin is available to everyone with a license. Here, you can review your personal information and templates.

Profile

Edit personal information and view the workspaces you are a part of, and your permissions levels for each, here.

Templates

View the templates that have been shared with you here.

<aside> 💡 Learn more about Templates

</aside>

Workspace Admin

The Workspace Admin section is only available to those with Admin permissions in a workspace here, admins can update teams, invite members, manage billing, create webhooks, and update portfolio settings.

<aside> 💡 Learn how to manage Members, Teams, and Workspaces here

</aside>

Teams

Add new teams or manage existing teams here.

<aside> 💡 Think of teams as being analogous to departments or regional offices at your company

</aside>